A successful real estate agent and entrepreneur adding legacy building through insurance products.
09/13/2024
Email Sharon with your questions on these products!
No family or person should be without it! [email protected]
The Legacy Insurance Team Find local businesses, view maps and get driving directions in Google Maps.
"On the other side of Fear is Freedom!"
You,
yes YOU, 🫂
are a big deal!⚘️
10/23/2023
We are real estate agents serving the DC, MD, VA and Delaware communities. Give us a chance to help you with your real estate needs. Take a look at our most recent project. "Turning neighborhoods into more viable Communities."
www.sharonelizabethsells.com
www.progenyinvestments.com
09/17/2023
Looking for a home, don't walk, run to 6319 Morocco St., Capitol Heights, MD 20743. It's ready for someone special! Is that You?
08/27/2023
Important Information:
🗣 IMPORTANT information to get your affairs in order‼️
🫂Make sure you have Life and Living Benefits Insurance !⚘️ Www.thelegacyinsuranceteam.com
💰Make sure all bank accounts have direct beneficiaries. The beneficiary need only go to the bank with your death certificate and an ID of their own.
🏡 TOD = Transfer On Death deed if you own a home. Completing this document and filing it with your county saves your heirs THOUSANDS. This document allows you to transfer ownership of your home to your designee. All they need to do is take their ID and your death certificate to the county building and the deed is signed over. Doing this will avoid the home having to go through probate.
👨👩👧👦Living Will: Allows one to put in writing exactly what you want done in the event you cannot speak for yourself when it comes to healthcare decisions as well as other final decisions.
👩🏽⚖️Durable Power of Attorney: Allows one to designate a person to make legal decisions if you are no longer competent to do so.
🏥Power of Attorney for Healthcare: This document allows one to designate someone to make healthcare decisions for them.
🛍Last Will and Testament: Designates to whom personal belongings will go to.
🪦Funeral Planning Declaration: Allows one to say exactly one’s wishes as far as disposition of the body and the services.
If the above documents are done, you can AVOID probate.
If all the above is not done, you have to open an estate account at the bank. All money that doesn’t have direct beneficiaries goes into this account. You have to have an attorney to open the estate account. The attorney also has to publicize your passing in the newspaper or post publication at the county courthouse, to allow anyone to make a claim on your property. - It’s a complete PAIN.
📚 💳Make a list of all banks and account numbers, all investment institutions with account numbers, lists of credit cards, utility accounts, etc. Leave clear instructions as to how and when these things are paid.
Make sure heirs know where life insurance policies are located. 📂
📝Make 100% sure SOMEONE knows your Apple ID, bank ID account logins and passwords!
🚗 Make sure you have titles for all vehicles, campers, etc!
Set up a TRUST for intended beneficiaries, especially those that are too young, and appoint a trustee of said trust.
MOST IMPORTANTLY!!!! - Talk with those closest to you and make all your wishes KNOWN. Talk to those whom you’ve designated, as well as those close to you whom you did not designate. - Do this to explain why your decisions were made and to avoid any lingering questions or hurt feelings.
⚡️Hope this helps! ⚡️Hope this lights a spark to encourage all your friends and family to take care of these things to make it easier for those we all leave behind!
My hope is that the above list at least helps you start an important conversation with your loved ones...
(REPOST-I DID) and it’s a very necessary conversation.
Building a Legacy How to build a Legacy? What are the steps and the process of Legacy building? how much do you need to get started? the reason why to build a Legacy is Family. It is better to start building your legacy at any age.Call us today for a free no obligation talk.
Fear paralyzes , become FearLess!⚘️
Be Intentional EveryDay!
"You study history to understand the present, and to better plan the future!"
08/01/2023
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Register to Attend the PGCPS Hiring Palooza! PGCPS is hiring bus drivers, custodians, educators, food service assistants, nurses, and more! Register to attend our district-wide recruitment event on August 2nd at Dr. Henry A. Wise, Jr. High School at 4:00 - 6:00 pm.
06/06/2023
It's only been ! This is celebratory and also a time to plan for the next 158 years. Start now to build wealth in your family that can last an eternity. is not just a day off, but a day on to put your affairs in order!
06/01/2023
Www.thelegacyinsuranceteam.com
Eric used living benefits on his life insurance to provide for himself and his family while he fought through a life-threatening illness. Speak to a financial professional today and take action to protect those you love.
Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.